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MORE REVIEWS

The Wills Trust Generational Wealth Seminar was very informative! Questions were answered live! I greatly appreciated it! I look forward to my appointment for this most important time in our lives!

MONIQUE BACON

Great insight into Legacy Planning Process. Creating a plan is important and the Wood agency is committed to making sure families are knowledgable and prepared.

HEATHER NICHOLSON

Very informative and a must if you want to know about estate planning! I recommend this to everyone!

GRANT BURLEY

Very well put together and very informative, need more of this around our culture...

RON CHILDRES

Portia Wood and the Wood Legal group provided a lot of useful information regarding estate planning with minors and what to consider when setting up trusts. I can tell that this group has a passion for this, and it shows in how they answer questions and make sure we understand the topics covered.

SHANI SULLIVAN

Webinar on Guardianship provided great information and handouts in regards to Estate Planning with Minor Children. I will attend next webinar on Estate Planning in general.

CRYSTAL BULLOCK

GENERATIONAL WEALTH PROTECTION PLANS

  • Basic

    150$
    Every year
    Your Generational Wealth Protection Plan
     
    • Quarterly Newsletter ($80 Value)
    • Docubank Registration: Plan Vault ($105 Value)
    • 10% of All Webinars ($240 Value)
    • For More Detailed Information See Maintenance Plan PDF

  • Gold

    400$
    Every year
    Your Generational Wealth Protection Plan
     
    • Quarterly Newsletter ($80 Value)
    • Docubank Registration: Plan Vault ($150 Value)
    • Questions: No Cost Answers to Questions about your Plan
    • Annual Review Meeting: 1 Hour ($750 Value)
    • Free Contact Info and Name Change Updates ($150 Value)
    • New Asset Titling Advice ($375 Value)
    • Friends and Family Discount ($500 Value)
    • Pay Less For More: 10% discount on plan design ($200 Value)
    • 50% Off 2 Tickets For All Educational Webinars ($900 Value)
    • Private Members Only Events
    • For More Detailed Information See Maintenance Plan PDF
  • Best Value

    Platinum

    800$
    Every year
    Your Generational Wealth Protection Plan
     
    • Quarterly Newsletter ($80 Value)
    • Docubank Registration: Plan Vault ($150 Value)
    • Questions: No Cost Answers to Questions about your Plan
    • Annual Review Meeting: See "Team Meeting" ($1500 Value)
    • Free Contact Info and Name Change Updates
    • New Asset Titling Advice + 15% Funding assist ($500 Value)
    • Friends and Family Discounts
    • Pay Less for More: 20% Off Design Amendments & Restatements
    • Enhanced Funding Assistance ($800 Value)
    • Team Meeting: Each year, We Can Meet with Important Advisors
    • Free Estate Plan Updates to Non-Dispositive Parts of Plan
    • Annual Client Appreciation Treats
    • 1% Controlled Settlement Fee: Must still be a Member
    • 20% discount on Dispositive Amendments and Restatements
    • 2 Free Tickets to All Educational Webinars
    • For More Detailed Information See Maintenance Plan PDF
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